NVIDIA and Microsoft lead a coalition urging US support for open-weight AI models to boost competitiveness and AI adoption.

Morgan Stanley sets a $600 price target on Microsoft stock ahead of its fiscal fourth-quarter results, citing Azure growth and Copilot adoption as key earnings drivers.

Microsoft stock heads into Q4 fiscal 2026 earnings with Azure and AI growth in focus amid concerns over rising AI infrastructure spending pressuring margins.

Microsoft and Mistral expanded their partnership with a multibillion dollar deal to build European AI infrastructure and support sovereign enterprise deployments while maintaining data residency within Europe.

Microsoft Q4 2026 earnings expectations released, with Wall Street projections for key financial metrics beyond top-and-bottom-line estimates.

Jack Dorsey launched a new communication platform called Buzz, raising questions about competitive threats to Salesforce and Microsoft.

Nvidia CEO Jensen Huang amplified an open letter advocating for open-source AI, signed by Microsoft, IBM, Meta, Hugging Face, and Perplexity, lobbying against restrictions on open-weight AI models.

Nvidia, Microsoft, and Palantir are leading a pushback against new AI restrictions.

Alphabet's Q2 results raise expectations for the upcoming Mag 7 earnings reports from Microsoft, Meta, Apple, and Amazon.

A preview of the week ahead highlights Big Tech earnings from Microsoft, Meta, Apple, and Amazon, the Fed decision, and consumer confidence data.

Nvidia, Microsoft, Meta, and over 20 other technology companies urge US policymakers to avoid broad restrictions on open-weight AI models.

Tesla, Google, Meta, Amazon, and Microsoft are losing billions in valuation.

Investor concerns over AI spending costs have set a cautious tone ahead of earnings from Microsoft, Amazon and Meta, with an expert saying that spending restraint by Magnificent 7 companies could reward their shares.

Next week's earnings season features reports from Microsoft, Meta, Apple, Amazon, Visa, Boeing, Coca-Cola, ARM, Qualcomm, Lam Research, Exxon Mobil, and Chevron, with focus on AI spending, tariffs, and consumer demand.

Nvidia's CEO supports open AI models alongside Microsoft and Meta.

Alphabet reported strong Q2 earnings with revenue of $119.8 billion, up 24% year over year, and Google Cloud revenue of $24.8 billion, up 82%, with a cloud backlog of $514 billion.

Nvidia, Meta and 23 other companies signed a letter urging Washington to protect open-weight AI models; Google, Amazon and closed labs did not sign.

Meta, Microsoft, Nvidia, and IBM released an open letter urging the U.S. government to adopt open-weight AI models to maintain global competitiveness.

Hyperscalers face margin pressure from soaring AI capex costs after years of strong gains.